Roxbury Financial LLC Vanguard Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in Vanguard stock. As of the latest transaction made, Roxbury Financial LLC holds 1,720 shares of VGSH stock, worth $100,448. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,720

Holding current value

$100,448

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$58.02 - $58.88 $99,794 - $101,273	1,720 New	1,720 $101 Million

Others Institutions Holding VGSH

# of Institutions

930

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

Morgan Stanley New York, NY

20.6M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$833 Million
0.07% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$433 Million
11.67% of portfolio
Goldman Sachs Group Inc New York, NY

6.72M
Shares

$392 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.59M
Shares

$385 Million
0.03% of portfolio

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Ticker VGSH
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